Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,709 | $51,638-96.7% | $68,368-97.5% | $82,448-97.9% |
| Participation rate | 63.0% | 63.6%-0.6pp | 73.8%-10.7pp | 68.1%-5.0pp |
| Annual return | 35.07% | 37.53%-2.5pp | 292.57%-257.5pp | 41.64%-6.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $718 | $2,914-75.4% | $4,123-82.6% | $4,139-82.7% |
| Admin fee / account holder | $13 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |